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Monday 25 May 2026
AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance...
Monday 25 May 2026
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
Monday 25 May 2026
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...

Monday 25 May 2026
Singapore launches physical AI testbed at Punggol Digital District
Singapore will launch a new testbed at the Punggol Digital District (PDD) later in 2026 to research, test, and deploy physical artificial intelligence (AI) systems, as the government...
Monday 25 May 2026
Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
Monday 25 May 2026
Grok falters across government and enterprise as SpaceX pivots to lease idle compute
Elon Musk's AI startup xAI faced weak uptake for its chatbot Grok across US government, corporate, and consumer markets, and SpaceX moved to lease idle computing capacity to Anthropic...
Monday 25 May 2026
India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

Monday 25 May 2026
Embedded substrates draw AI chip interest as packaging turns strategic
Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity...
Sunday 24 May 2026
Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...
Sunday 24 May 2026
AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Saturday 23 May 2026
Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...
Friday 22 May 2026
WPG Holdings flags server supply gaps amid memory price hikes, 800V shift
Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum,...
Friday 22 May 2026
Nvidia's rapid AI iteration cycle strains supply chain partners
Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...
Friday 22 May 2026
AUO ditches panel era with three new business lines for next decade
Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that...
Friday 22 May 2026
BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026
BenQ Qisda Group will participate in COMPUTEX 2026 under the theme "AI In Action," showcasing how artificial intelligence (AI) is being applied in real-world deployments. BenQ Qisda...